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The Backlog Composition table provides a high-level overview of the backlog's details, including beginning backlog, component amounts, ending backlog, and the variance from budget or forecast. This information is displayed by the designated analysis period, and you can select different dashboard filters and analysis periods to adjust as needed. The start and end date for the analysis period display as part of the caption, and the caption updates as you change dates. This information is important for cases where there is baseline or budget data beyond the current period. |
In this topic |
If the Backlog Composition table is not visible, click the Composition tab.
All columns are inception-to-date (ITD). If periods beyond the current period are included, then respective budget information is included, depending on the selected Budget Type on the User Options tab.
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Data Item |
Description |
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Beginning Backlog |
The beginning backlog amount is calculated by applying the ending backlog for the first prior period that contains a value. |
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New Contracts/Funding |
This column displays an increase to backlog. |
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Contract Expansion/Additional Funding |
This column displays an increase to backlog. |
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Contract/Funding Adjustments |
This column displays any contract or funding adjustments. |
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Actual or Target Revenue |
Revenue is the difference between YTD revenue from period to period within the fiscal year. This column displays the actual or target revenue for the analysis period. If prior year revenue adjustments are included in the PSR tables, revenue amounts may include those revenue adjustments, depending on how Costpoint Analytics is configured. For more information, see Adjustment Period. |
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Ending Backlog
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Ending Backlog = (Beginning Backlog + New Contracts + Contract Expansion + Adjustments – Revenue) |
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Ending Backlog Baseline Budget (or Forecast) |
This displays the ending baseline budget or forecast, depending on the settings on the User Options tab. |
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Variance |
Variance = Ending Backlog – Ending Backlog Budget |
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Variance % |
This is the Variance divided by Ending Backlog Budget; this column displays as a percentage. If there is a variance, a cautionary or urgent alert may display in this column.
See Alerts for more information. |
There are two types of backlog: Contract and Funded.
Backlog defaults to Contract when used initially, but you can switch the type of backlog at any time.
To switch the type of backlog...
Locate the backlog type options. 
Click Contract or Funded. The selected option's button turns green, and the pertinent information on the charts and tables updates to reflect your selection.
The following options on the User Options tab affect this chart:
Budget Type
Org or Reorg
For descriptions of how each option affects Backlog Analytics, see User Options That Affect Backlog.
By default, the Backlog Composition table displays the backlog and contract information by top-level organization, but you have the option to display the distribution by any of the following:
Any organization level
Project type
Project manager
Customer
Top-level Project ID
Top-level Project Name
Revenue Project ID
Revenue Project Name
To change the view, do either of the following:
Right-click 
and select the view you want.
Click one or more times to cycle through the views until the one you want is displayed.
If you apply filters before you change the view, the table only displays data for items that satisfy those filters. For example, if you select two project types in the Project Type list under Additional Filters and then use to display the by project type, the table only displays the projects for those two project types.
See Filter the Analytics for more information.
Click 
to display the table at its
maximum size so you can read it and interact with it more easily. Click
to restore the table to its original size and location
on the tab.
You can narrow the focus of this table by selecting a row in the table. Costpoint Analytics removes all data from the table except for that row.
If you focus the table by selecting a row, Costpoint Analytics applies the same change, as appropriate, to all other analytic objects.
To sort the table based on the values in one of the columns, double-click the column heading for that column.
To change the sort order from ascending to descending or from descending to ascending, double-click the column heading of the current sort column.
Click 
to send the data underlying
the table to Microsoft Excel. More...
In addition to the actions described above, you can also do the following:
Print the table.
Email the table.
Export table data to a CSV file.
Attach a note to the table.
For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.